The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 6,290 241,279 SH   DFND 1, 2 189,628 0 51,651
ABBOTT LABS COM 002824100 9,131 78,767 SH   DFND 1, 2 62,310 0 16,457
ACTIVISION BLIZZARD INC COM 00507V109 9,650 101,107 SH   DFND 1, 2 79,434 0 21,673
ADOBE SYSTEMS INCORPORATED COM 00724F101 24,522 41,872 SH   DFND 1, 2 32,812 0 9,060
ADVANCED MICRO DEVICES INC COM 007903107 8,589 91,444 SH   DFND 1, 2 71,785 0 19,659
AIRBNB INC COM CL A 009066101 1,306 8,530 SH   DFND 1, 2 7,185 0 1,345
AIR PRODS & CHEMS INC COM 009158106 1,109 3,855 SH   DFND 1, 2 3,026 0 829
ALPHABET INC CAP STK CL C 02079K107 37,084 14,796 SH   DFND 1, 2 11,677 0 3,119
ALPHABET INC CAP STK CL A 02079K305 38,072 15,592 SH   DFND 1, 2 12,235 0 3,357
ALTERYX INC COM CL A 02156B103 2,515 29,242 SH   DFND 1, 2 23,009 0 6,233
AMAZON COM INC COM 023135106 90,321 26,255 SH   DFND 1, 2 20,545 0 5,710
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 9,703 646,834 SH   DFND 1, 2 507,259 0 139,575
AMERICAN TOWER CORP NEW COM 03027X100 430 1,591 SH   DFND 1, 2 0 0 1,591
APPLE INC COM 037833100 9,840 71,845 SH   DFND 1, 2 56,478 0 15,367
APPLIED MATLS INC COM 038222105 6,557 46,047 SH   DFND 1, 2 36,116 0 9,931
ARCHER DANIELS MIDLAND CO COM 039483102 1,207 19,912 SH   DFND 1, 2 15,444 0 4,468
AUTODESK INC COM 052769106 2,145 7,350 SH   DFND 1, 2 5,688 0 1,662
BAKER HUGHES COMPANY CL A 05722G100 2,465 107,797 SH   DFND 1, 2 84,462 0 23,335
BK OF AMERICA CORP COM 060505104 12,040 292,031 SH   DFND 1, 2 227,890 0 64,141
BARRICK GOLD CORP COM 067901108 2,297 111,067 SH   DFND 1, 2 87,188 0 23,879
BAXTER INTL INC COM 071813109 3,039 37,750 SH   DFND 1, 2 29,459 0 8,291
BEIGENE LTD SPONSORED ADR 07725L102 15,959 46,503 SH   DFND 1, 2 36,432 0 10,071
BIONTECH SE SPONSORED ADS 09075V102 3,559 15,897 SH   DFND 1, 2 12,611 0 3,286
BLACKROCK INC COM 09247X101 19,549 22,342 SH   DFND 1, 2 17,497 0 4,845
BLACKSTONE GROUP INC COM 09260D107 931 9,584 SH   DFND 1, 2 7,438 0 2,146
BOEING CO COM 097023105 3,386 14,136 SH   DFND 1, 2 11,323 0 2,813
BOOKING HOLDINGS INC COM 09857L108 19,564 8,941 SH   DFND 1, 2 7,105 0 1,836
BROADCOM INC COM 11135F101 32,242 67,617 SH   DFND 1, 2 52,867 0 14,750
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 6,872 134,803 SH   DFND 1, 2 105,461 0 29,342
CDK GLOBAL INC COM 12508E101 1,761 35,443 SH   DFND 1, 2 28,159 0 7,284
CME GROUP INC COM 12572Q105 15,953 75,009 SH   DFND 1, 2 54,080 0 20,929
CARRIER GLOBAL CORPORATION COM 14448C104 16,695 343,511 SH   DFND 1, 2 269,505 0 74,006
CATALENT INC COM 148806102 6,125 56,650 SH   DFND 1, 2 44,902 0 11,748
CATERPILLAR INC COM 149123101 6,254 28,738 SH   DFND 1, 2 22,499 0 6,239
CERIDIAN HCM HLDG INC COM 15677J108 328 3,421 SH   DFND 1, 2 2,600 0 821
CITIGROUP INC COM NEW 172967424 2,570 36,320 SH   DFND 1, 2 28,138 0 8,182
CONOCOPHILLIPS COM 20825C104 4,906 80,557 SH   DFND 1, 2 63,236 0 17,321
COPART INC COM 217204106 9,674 73,385 SH   DFND 1, 2 57,858 0 15,527
COSTCO WHSL CORP NEW COM 22160K105 15,977 40,380 SH   DFND 1, 2 31,629 0 8,751
CREE INC COM 225447101 4,590 46,871 SH   DFND 1, 2 36,692 0 10,179
DANAHER CORPORATION COM 235851102 13,870 51,686 SH   DFND 1, 2 40,876 0 10,810
DELL TECHNOLOGIES INC CL C 24703L202 3,576 35,882 SH   DFND 1, 2 28,793 0 7,089
DELTA AIR LINES INC DEL COM NEW 247361702 5,846 135,129 SH   DFND 1, 2 110,757 0 24,372
DOCUSIGN INC COM 256163106 5,455 19,512 SH   DFND 1, 2 15,266 0 4,246
DOMINOS PIZZA INC COM 25754A201 4,982 10,679 SH   DFND 1, 2 8,888 0 1,791
DOW INC COM 260557103 4,709 74,417 SH   DFND 1, 2 58,341 0 16,076
EOG RES INC COM 26875P101 3,387 40,593 SH   DFND 1, 2 31,565 0 9,028
EDWARDS LIFESCIENCES CORP COM 28176E108 10,964 105,863 SH   DFND 1, 2 83,265 0 22,598
ELECTRONIC ARTS INC COM 285512109 2,370 16,481 SH   DFND 1, 2 13,212 0 3,269
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 2,969 107,134 SH   DFND 1, 2 85,197 0 21,937
EPAM SYS INC COM 29414B104 3,086 6,040 SH   DFND 1, 2 4,742 0 1,298
EQUIFAX INC COM 294429105 10,072 42,051 SH   DFND 1, 2 33,039 0 9,012
EQUINIX INC COM 29444U700 1,567 1,953 SH   DFND 1, 2 0 0 1,953
ETSY INC COM 29786A106 3,280 15,933 SH   DFND 1, 2 12,475 0 3,458
FACEBOOK INC CL A 30303M102 91,214 262,328 SH   DFND 1, 2 205,386 0 56,942
FEDEX CORP COM 31428X106 641 2,147 SH   DFND 1, 2 1,667 0 480
FIDELITY NATL INFORMATION SV COM 31620M106 3,660 25,833 SH   DFND 1, 2 20,361 0 5,472
FLEETCOR TECHNOLOGIES INC COM 339041105 4,901 19,140 SH   DFND 1, 2 15,146 0 3,994
GENERAL ELECTRIC CO COM 369604103 1,314 97,646 SH   DFND 1, 2 79,352 0 18,294
GENERAL MLS INC COM 370334104 3,053 50,112 SH   DFND 1, 2 42,709 0 7,403
GENERAL MTRS CO COM 37045V100 3,793 64,104 SH   DFND 1, 2 49,956 0 14,148
GERDAU SA SPON ADR REP PFD 373737105 4,988 845,464 SH   DFND 1, 2 587,112 0 258,352
GLOBAL PMTS INC COM 37940X102 4,192 22,352 SH   DFND 1, 2 17,557 0 4,795
GODADDY INC CL A 380237107 15,027 172,798 SH   DFND 1, 2 135,843 0 36,955
GOLDMAN SACHS GROUP INC COM 38141G104 1,941 5,114 SH   DFND 1, 2 4,131 0 983
GRIFOLS S A SP ADR REP B NVT 398438408 4,375 252,175 SH   DFND 1, 2 198,759 0 53,416
HILTON GRAND VACATIONS INC COM 43283X105 4,814 116,304 SH   DFND 1, 2 90,925 0 25,379
HILTON WORLDWIDE HLDGS INC COM 43300A203 12,385 102,675 SH   DFND 1, 2 80,866 0 21,809
HOME DEPOT INC COM 437076102 18,064 56,645 SH   DFND 1, 2 45,136 0 11,509
HONEYWELL INTL INC COM 438516106 16,701 76,139 SH   DFND 1, 2 59,674 0 16,465
HUBSPOT INC COM 443573100 8,029 13,779 SH   DFND 1, 2 10,818 0 2,961
ICICI BANK LIMITED ADR 45104G104 8,249 482,400 SH   DFND 1, 2 381,323 0 101,077
IDEX CORP COM 45167R104 5,852 26,596 SH   DFND 1, 2 20,709 0 5,887
IDEXX LABS INC COM 45168D104 14,673 23,234 SH   DFND 1, 2 18,270 0 4,964
INCYTE CORP COM 45337C102 5,260 62,520 SH   DFND 1, 2 48,959 0 13,561
INFOSYS LTD SPONSORED ADR 456788108 3,832 180,845 SH   DFND 1, 2 145,458 0 35,387
INSULET CORP COM 45784P101 12,077 43,993 SH   DFND 1, 2 34,581 0 9,412
INTEL CORP COM 458140100 1,609 28,654 SH   DFND 1, 2 22,627 0 6,027
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,137 43,274 SH   DFND 1, 2 33,743 0 9,531
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,435 43,070 SH   DFND 1, 2 33,657 0 9,413
INTUITIVE SURGICAL INC COM NEW 46120E602 28,684 31,190 SH   DFND 1, 2 24,439 0 6,751
JPMORGAN CHASE & CO COM 46625H100 42,062 270,424 SH   DFND 1, 2 211,454 0 58,970
LENNOX INTL INC COM 526107107 8,629 24,597 SH   DFND 1, 2 19,500 0 5,097
LILLY ELI & CO COM 532457108 6,509 28,361 SH   DFND 1, 2 22,294 0 6,067
LULULEMON ATHLETICA INC COM 550021109 6,407 17,556 SH   DFND 1, 2 13,907 0 3,649
MASTERCARD INCORPORATED CL A 57636Q104 22,106 60,550 SH   DFND 1, 2 47,537 0 13,013
MELCO RESORTS AND ENTMNT LTD ADR 585464100 517 31,185 SH   DFND 1, 2 0 0 31,185
MERCADOLIBRE INC COM 58733R102 12,293 7,891 SH   DFND 1, 2 6,258 0 1,633
METTLER TOLEDO INTERNATIONAL COM 592688105 5,568 4,019 SH   DFND 1, 2 3,162 0 857
MICROSOFT CORP COM 594918104 100,630 371,465 SH   DFND 1, 2 290,771 0 80,694
MICRON TECHNOLOGY INC COM 595112103 6,116 71,970 SH   DFND 1, 2 56,454 0 15,516
MODERNA INC COM 60770K107 462 1,968 SH   DFND 1, 2 1,496 0 472
MONDELEZ INTL INC CL A 609207105 10,294 164,861 SH   DFND 1, 2 131,638 0 33,223
MONSTER BEVERAGE CORP NEW COM 61174X109 3,123 34,182 SH   DFND 1, 2 28,775 0 5,407
MOODYS CORP COM 615369105 21,806 60,177 SH   DFND 1, 2 47,169 0 13,008
MORGAN STANLEY COM NEW 617446448 2,007 21,886 SH   DFND 1, 2 17,178 0 4,708
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,977 27,561 SH   DFND 1, 2 21,470 0 6,091
NETFLIX INC COM 64110L106 34,243 64,828 SH   DFND 1, 2 50,994 0 13,834
NICE LTD SPONSORED ADR 653656108 553 2,236 SH   DFND 1, 2 0 0 2,236
NIKE INC CL B 654106103 27,396 177,333 SH   DFND 1, 2 138,149 0 39,184
ON SEMICONDUCTOR CORP COM 682189105 6,134 160,239 SH   DFND 1, 2 125,276 0 34,963
PAYPAL HLDGS INC COM 70450Y103 58,474 200,610 SH   DFND 1, 2 157,201 0 43,409
PFIZER INC COM 717081103 6,921 176,740 SH   DFND 1, 2 138,686 0 38,054
PHILIP MORRIS INTL INC COM 718172109 1,998 20,156 SH   DFND 1, 2 0 0 20,156
PINTEREST INC CL A 72352L106 1,698 21,501 SH   DFND 1, 2 16,963 0 4,538
REGENERON PHARMACEUTICALS COM 75886F107 13,779 24,669 SH   DFND 1, 2 19,330 0 5,339
RESTAURANT BRANDS INTL INC COM 76131D103 7,273 112,870 SH   DFND 1, 2 94,111 0 18,759
ROCKWELL AUTOMATION INC COM 773903109 2,395 8,372 SH   DFND 1, 2 6,531 0 1,841
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 8,255 76,284 SH   DFND 1, 2 60,143 0 16,141
S&P GLOBAL INC COM 78409V104 6,669 16,249 SH   DFND 1, 2 12,715 0 3,534
SVB FINANCIAL GROUP COM 78486Q101 8,113 14,580 SH   DFND 1, 2 11,416 0 3,164
SCHLUMBERGER LTD COM STK 806857108 5,765 180,086 SH   DFND 1, 2 141,291 0 38,795
SEA LTD SPONSORD ADS 81141R100 18,503 67,382 SH   DFND 1, 2 52,755 0 14,627
SEAGEN INC COM 81181C104 10,300 65,241 SH   DFND 1, 2 51,088 0 14,153
SEMPRA ENERGY COM 816851109 5,294 39,958 SH   DFND 1, 2 32,729 0 7,229
SERVICENOW INC COM 81762P102 10,004 18,204 SH   DFND 1, 2 14,280 0 3,924
SHERWIN WILLIAMS CO COM 824348106 13,617 49,979 SH   DFND 1, 2 39,106 0 10,873
SHOPIFY INC CL A 82509L107 22,921 15,689 SH   DFND 1, 2 12,330 0 3,359
SMARTSHEET INC COM CL A 83200N103 9,480 131,083 SH   DFND 1, 2 102,845 0 28,238
SNAP INC CL A 83304A106 5,375 78,883 SH   DFND 1, 2 61,904 0 16,979
TANDEM DIABETES CARE INC COM NEW 875372203 3,574 36,690 SH   DFND 1, 2 28,982 0 7,708
TC ENERGY CORP COM 87807B107 4,070 82,233 SH   DFND 1, 2 66,125 0 16,108
TELADOC HEALTH INC COM 87918A105 596 3,586 SH   DFND 1, 2 2,853 0 733
TESLA INC COM 88160R101 154,124 226,753 SH   DFND 1, 2 177,447 0 49,306
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 384 38,769 SH   DFND 1, 2 0 0 38,769
THERMO FISHER SCIENTIFIC INC COM 883556102 21,781 43,176 SH   DFND 1, 2 33,823 0 9,353
TRANSDIGM GROUP INC COM 893641100 4,976 7,687 SH   DFND 1, 2 6,082 0 1,605
TRIMBLE INC COM 896239100 10,389 126,958 SH   DFND 1, 2 99,315 0 27,643
TRIP COM GROUP LTD ADS 89677Q107 5,222 147,258 SH   DFND 1, 2 115,069 0 32,189
UBER TECHNOLOGIES INC COM 90353T100 4,404 87,868 SH   DFND 1, 2 69,181 0 18,687
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 6,301 66,078 SH   DFND 1, 2 51,687 0 14,391
VALE S A SPONSORED ADS 91912E105 25,415 1,114,217 SH   DFND 1, 2 838,937 0 275,280
VERTEX PHARMACEUTICALS INC COM 92532F100 17,346 86,028 SH   DFND 1, 2 67,303 0 18,725
VIATRIS INC COM 92556V106 208 14,533 SH   DFND 1, 2 11,302 0 3,231
VIR BIOTECHNOLOGY INC COM 92764N102 2,257 47,739 SH   DFND 1, 2 37,414 0 10,325
VISA INC COM CL A 92826C839 13,712 58,643 SH   DFND 1, 2 46,249 0 12,394
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,762 128,523 SH   DFND 1, 2 100,767 0 27,756
WORKDAY INC CL A 98138H101 1,469 6,153 SH   DFND 1, 2 4,837 0 1,316
YUM BRANDS INC COM 988498101 4,801 41,738 SH   DFND 1, 2 34,075 0 7,663
ZENDESK INC COM 98936J101 3,683 25,515 SH   DFND 1, 2 19,916 0 5,599
ZOETIS INC CL A 98978V103 17,670 94,816 SH   DFND 1, 2 75,012 0 19,804
AON PLC SHS CL A G0403H108 5,202 21,787 SH   DFND 1, 2 17,333 0 4,454
ARCH CAP GROUP LTD ORD G0450A105 7,211 185,181 SH   DFND 1, 2 145,866 0 39,315
BUNGE LIMITED COM G16962105 6,530 83,563 SH   DFND 1, 2 65,618 0 17,945
EVEREST RE GROUP LTD COM G3223R108 2,270 9,008 SH   DFND 1, 2 7,256 0 1,752
LINDE PLC SHS G5494J103 6,838 23,652 SH   DFND 1, 2 18,523 0 5,129
APTIV PLC SHS G6095L109 2,203 14,000 SH   DFND 1, 2 10,900 0 3,100
NOVOCURE LTD ORD SHS G6674U108 18,212 82,101 SH   DFND 1, 2 64,362 0 17,739
RENAISSANCERE HLDGS LTD COM G7496G103 1,325 8,905 SH   DFND 1, 2 7,289 0 1,616
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,922 8,355 SH   DFND 1, 2 6,908 0 1,447
CHUBB LIMITED COM H1467J104 14,013 88,165 SH   DFND 1, 2 69,097 0 19,068
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 6,467 39,947 SH   DFND 1, 2 31,333 0 8,614
UBS GROUP AG SHS H42097107 7,097 463,609 SH   DFND 1, 2 362,222 0 101,387
TE CONNECTIVITY LTD REG SHS H84989104 12,467 92,205 SH   DFND 1, 2 72,029 0 20,176
ASML HOLDING N V N Y REGISTRY SHS N07059210 13,992 20,254 SH   DFND 1, 2 16,441 0 3,813
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,492 92,269 SH   DFND 1, 2 71,996 0 20,273
STELLANTIS N.V SHS N82405106 5,731 292,187 SH   DFND 1, 2 232,040 0 60,147
ROYAL CARIBBEAN GROUP COM V7780T103 13,097 153,574 SH   DFND 1, 2 120,449 0 33,125